Fully Account for the Assets and Expenses of the Estate
This practical legal guide zeroes in on one of the toughest aspects of estate administration: the estate inventory and final accounting. Simplify your processes and prevent mistakes with our experienced attorneys' hard-won advice and practice tools. Register today!
Distinguish between probate assets, beneficiary designation accounts and other non-probate assets.
Address and record creditor claims and estate expenses.
Get a quick overview and update on tax reporting for estates.
Review and discuss a sample final accounting document to ensure you're not missing crucial information.
This course is part of the Estate Administration in Rhode Island series.
Continuing Legal Education RI CLE
- 2.00Approval Exp. 6/30/2022
NBI is an accredited sponsor with the Rhode Island MCLE Commission. This program is approved for 2.0 hours of CLE video replay credit in Rhode Island, including 0.0 of ethics. No more than 6.0 hours of online credit may be earned during a reporting period.
GENE M. CARLINO is a partner with Pannone Lopes Devereaux & O'Gara LLC, where he has more than 25 years of experience in all areas of estate and tax planning and administration, Medicaid planning, probate administration and trust litigation. His practice includes advising and advocating for clients in all matters involving federal and state taxation, including representing individuals before the Internal Revenue Service in contested assessments during the examination phase, before the Appeals Division, and at trial in the U.S. Tax Court, the U.S. Court of Federal Claims, and the Federal District Court. Mr. Carlino is licensed to practice in Rhode Island, Massachusetts and Florida and also admitted to the U.S. Tax Court, U.S. Court of Federal Claims, the Federal District Court of Rhode Island and the U.S. District Court for the Southern District of Florida. He earned his J.D. degree from Boston University School of Law, his LL.M. degree in taxation from New York University School of Law and his B.S. degree, magna cum laude, in accountancy, from Providence College.
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